Over the years, your wealth has reached a certain scale and sophistication. It might be a good time to start taking advantage of our institutional-level global custody services. As your custodian, we can provide you with a safe, secure and segregated place to hold your assets—backed by the strength of J.P. Morgan’s balance sheet. You also get transparent, centralized securities valuation. It’s all coordinated and delivered by a team of custody professionals dedicated to your objectives across your entire J.P. Morgan relationship.
Benefits of Custody Services
Safety and Segregation
With a bank custodian, no portion of your securities are ever at risk. You will have a safe, secure and segregated place in which to hold your assets. J.P. Morgan adheres to strict requirements centered on custody and the safekeeping of client assets and does not lend or rehypothecate shares.
Have access to a single, consolidated view of all transactions related to your holdings and their value, as we continue to invest in ways to collect, consolidate, interpret and report your data in a secure and effective way.
We partner with your investment managers, principals and advisors in facilitating custody administration including reporting income, gain/loss, corporate actions, proxy voting, global trade processing and cash management.
Custody Services at J.P. Morgan
Protection from a global leader
Backed by J.P. Morgan’s fortress balance sheet, your assets are safeguarded, whether they are held domestically or in segregated markets abroad. We continually review our custody services, both through an internal and external lens, to ensure we remain in alignment with evolving regulatory requirements and market conditions.
Streamlined products and services
A team of client service professionals will manage your full relationship with J.P. Morgan. In addition, you will have access to timely notifications of capital changes, memo posting of your direct alternative investments, our J.P. Morgan Wealth Management Online platform capabilities, deposit and cash management options and a separate service team to support 3rd party managers in the settlement of trades.
Reporting tailored to your needs
Securely collect, consolidate, analyze and report financial information from your accounts. From centralized and streamlined asset valuation, analysis and performance to customizable data via J.P. Morgan Online, J.P. Morgan provides robust and customizable reporting.